Premium Reports - Gift Card / Credit Card Transactions

Gift Card / Credit Card Transactions

These reports are used for looking at a subset of payments, separating out those that are made with a Gift Card or Credit Card and supplying the relevant details. 

As Premium Reports, these are available on all Paid Plans of Report Toaster. If you aren't signed up, follow these steps to upgrade your account. 

These reports follow a similar format, split up into:

Gift Card Transactions

This report lets you see which payments have been made using Gift Cards, including the Gift Card ID and the last 4 characters of the specific Gift Card used:

Here are a few terms to be familiar with in order to understand Gift Card Transactions, numbered in the screenshots above:

1.) Gateway, contains, Gift (FILTER): This filter ensures only gift card transactions get included in the report. It's best to leave this alone.

2.) Gift Card ID: The ID number for the gift card used. This is pulled from the Receipt field for the Transaction.

For example, if Order #1001 was paid with a Gift Card with 12345678 as the ID number, then 12345678 would display in the field. 

3.) Gift Card Last 4: The last 4 characters for the gift card used. This is pulled from the Receipt field for the Transaction.

For example, if Order #1001 was paid with a Gift Card with aaaa bbbb cccc dddd as the characters, then dddd would display in the field.

Credit Card Transactions

Credit Card Transactions lets you see which payments have been made using Credit Cards, including the Transaction Fee, Fee %, CC Type (Visa, Mastercard, etc) and last 4 digits on the Card: 

Here are a few terms to be familiar with in order to understand Credit Card Transactions, numbered in the screenshots above:

1.) Gateway, not contains, Gift and not equal cash (FILTER): This filter ensures only credit card transactions get included in the report. It's best to leave this alone.

2.) Fee:  This transaction fee charged by the payment provider to process the payment.

For example, if Order #1002 was paid with a credit card and the payment provider charged a fee of 6.27 to process the transaction, then 6.27 would display in the field. 

3.) Fee Pct: The percentage of the Transaction Fee compared to the Amount for the payment.  

For example, if the payment Amount was 284.49 and the Transaction Fee was 6.27, then 6.27/284.49 x 100 = 2.20% 

4.) CC Type: The type of Credit Card used for the payment. This is pulled from the Receipt field for the Transaction. 

Note - not all Payment Gateways make this information available in the receipt field, so this will be blank if unavailable.

For example, if Order #1002 was paid with a Visa, then visa would display in the field.

5.) CC Credit/Debit: Whether the card is a credit or debit card. This is pulled from the Receipt field for the Transaction. 

Note - not all Payment Gateways make this information available in the receipt field, so this will be blank if unavailable.

For example, if Order #1002 was paid with a Credit Card, then Credit would display in the field.

6.) CC Last 4: The last 4 digits of the Credit Card used for the Transaction. This is pulled from the Receipt field for the Transaction. 

Note - not all Payment Gateways make this information available in the receipt field, so this will be blank if unavailable.

For example, if Order #1002 was paid with credit card with number 1234 5678 9098 7654, then 7654 would display in the field.

7.) CC IIN/BIN: The first 6-8 digits of the Credit Card used for the Transaction. This number is used to identify the issuing bank/financial institution and is pulled from the Receipt field.

Note - not all Payment Gateways make this information available in the receipt field, so this will be blank if unavailable.

For example, if Order #1002 was paid with credit card with number 1234 5678 9098 7654, then 123456 would display in the field.

7.) Wallet: The credit card wallet, if applicable. This is pulled from the Receipt field.

Note - not all Payment Gateways make this information available in the receipt field, so this will be blank if unavailable.

For example, if Order #1002 was paid with apple_pay, then apply_pay would display in the field. 

Like all Report Toaster reports, these reports are fully customizable - so you can adjust the date range, add/remove columns, introduce a filter or change the sort to suit your individual needs. See our basic guides here for more info.

If you want to see our other Premium Reports, check out our main section here.

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